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"Oh, the customer information registered in Notion wasn't reflected in HubSpot..."
Have you ever had such a chilling experience while advancing your sales activities? Missing information registration or update errors can lead to minor opportunity losses. That's when the integration of Notion and HubSpot becomes effective. For example, when you add customer information to Notion, it automatically reflects in HubSpot, or when the status in Notion changes to "Request for Information," you can send an email using HubSpot's data. By automating such integrations, you can reduce the risk of input errors and smoothly proceed with customer interactions.
This article will introduce in detail what can be done by integrating Notion and HubSpot, as well as specific setup methods. By integrating Notion and HubSpot, you can prevent missing or incorrect updates of customer information while managing accurate data centrally across both tools.
By using Yoom, you can easily integrate Notion and HubSpot without any coding.
Yoom provides templates for integrating Notion and HubSpot in advance, so you can achieve integration immediately just by registering, even without API knowledge.
By integrating the APIs of Notion and HubSpot, you can automatically transfer data from Notion to HubSpot!
For example, you can automatically perform data transfers like the ones below without any manual intervention.
By clicking "Try it out" on the automation example you're interested in and registering an account, you can immediately experience the integration of Notion and HubSpot.
Registration takes just 30 seconds, so feel free to give it a try!
This prevents omissions or errors in customer information registration.
It's a recommended flow for sales teams who want to reflect Notion's customer information in HubSpot as well.
This flow sends an email using HubSpot contact information when the status in Notion is updated to something like "Request for Information."
It is recommended for those who want to approach leads smoothly.
You can regularly retrieve information registered in Notion and send emails.
This seems useful when you need to send a large number of emails, such as for event hosting.
Let's get started with creating a flow that integrates Notion and HubSpot!
This time, we'll use Yoom to proceed with the integration of Notion and HubSpot without any coding. If you don't have a Yoom account yet, please create one from the registration form.
[What is Yoom]
This time, we will create a flow bot that adds customer information to HubSpot when it is added to Notion!
The creation process is broadly divided into the following steps.
First, register your apps to connect Notion and HubSpot with Yoom.
Completing the app registration in advance will make it easier to proceed with automation settings.
Let's proceed with the settings!
Click "My Apps" → "+ Add" on the left side of the Yoom screen.
How to Connect Notion
Before registering your Notion app, set up customer information for testing.
The following is an example, so please set it as you like.
A list of apps will be displayed, so find Notion from there or use the search function.
When the following screen is displayed, click "Select Page".
When the following screen is displayed, check the page to allow access and click "Allow Access".
How to Connect HubSpot
Similarly, find HubSpot from the list or use the search function.
When the following screen is displayed, log in to HubSpot.
If Notion and HubSpot are displayed in your My Apps section, the registration is complete.
Let's proceed with the automation settings!
Log in to Yoom and click "Try it" on the banner below.
The template will be automatically copied, and the following screen will be displayed.
The template will be automatically stored in a project called "My Project," so if you want to check it, please do so from there.
Read the following screen display and click "OK."
When the following screen is displayed, please check the "Title."
You can also change the title to make it easier to use.
First, to set up the flowbot to start when customer information is added to Notion, click "When a page in a specific database is created or updated."
The following screen will be displayed, so check the settings.
If there are no issues, click "Next."
When the following screen is displayed, set the "Trigger Interval."
※ Please note that the trigger interval varies depending on the plan.
Scroll down and set the "Database ID" according to the instructions.
Once the setup is complete, click "Test."
If the test is successful, "Output" will be displayed below.
The output will be used in the following settings, so please check that there are no errors. Once you have confirmed, click "Save".
Next, to set up retrieving a row that matches the conditions from a specified table in Notion, click "Retrieve Record (ID Search)."
The following screen will be displayed, so please check the settings.
Scroll down and select the "Database ID" from the options.
The options will be displayed when you click inside the box.
Once set, click "Next."
The following screen will be displayed, so set it as shown below using the output from "When a page in a specific database is created or updated."
The output will be displayed when you click the arrow in the red frame.
Once the setup is complete, click "Test."
If the test is successful, "Test Successful" will be displayed, so check if the "Output" values are correctly retrieved.
Next, to set up creating a contact, click "Create Contact."
The following screen will be displayed, so check the settings.
If there are no issues, click "Next."
The following screen will be displayed, so use the output from "Retrieve Record (ID Search)" to set the contact information.
Set other items similarly and click "Test."
If the test is successful, "Test Successful" will be displayed, so click "Save."
All the settings for each item are now complete!
The following screen will be displayed, so click "Turn on the trigger" to complete the automation settings.
Check if the flowbot you set up is working correctly!
This was the flow to add customer information to HubSpot when it is added to Notion.
Earlier, we introduced how to link data from Notion to HubSpot, but if you want to link data from HubSpot to Notion, please use the following template.
This allows you to centrally manage contact information, eliminating the need for data transcription.
It is a recommended flow for those who want to reflect contact information acquired in HubSpot into Notion.
Automatically add updated deal information to Notion, allowing you to check the latest deal details.
This flow is recommended for those who want to share deal information within the team.
By leveraging the APIs of Notion and HubSpot, various automations can be achieved.
You can notify or add customer information and tasks registered in Notion to the database. Tasks and schedule information can be added to Notion.
You can create contacts in HubSpot from order or lead information. You can create folders or add to a database triggered by the creation or update of contacts and deals in HubSpot.
How was it? By integrating Notion and HubSpot, you can potentially solve challenges such as "centralizing customer information," "eliminating manual data entry," and "increasing the speed of sales and marketing responses." Automatic data integration allows for a smooth workflow while preventing errors.
<span class="mark-yellow">With the no-code tool Yoom, you can easily integrate Notion and HubSpot without any programming knowledge!</span> If you're interested, start by creating a free account and see how it works for yourself. Registration takes just 30 seconds! You can experience automatic integration immediately.
Why not make your daily operations smarter with the automatic integration of Notion and HubSpot?
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